Publications

WealthEngine has released the 2018 U.S. Millionaire Report with the latest insights on millionaires within the United States. The report analyzes those with a net worth greater than $1 million based on their investable assets, real estate,...

The Data-Driven Annual Fund is a workbook that focuses on data understanding and use; strategies for segmentation, solicitation and stewardship of donors and prospects; and measuring and analyzing fundraising ROI and other key metrics. In...

Does your organization have an effective way to segment and prioritize your prospects? B2B marketers have implemented lead scoring programs into their workflows for years with great success. The best B2C organizations follow the same processes...

Businesses are under pressure to improve efficiency, increase profitability, and make sure opportunities aren’t missed in our fast-paced world. Having a real-time marketing and sales strategy can make the difference between growing your business...

Wealth intelligence allows luxury marketers to truly understand the affluent consumer and their wealth, demographic and lifestyle attributes. This insight is critical, as marketers work to build targeted marketing strategies that reach the most...

WealthEngine is proud to present our Growing Individual Gifts workbook series. The workbook includes background context for the importance of having a strong individual giving program as well as tools for expanding and tracking your organization’...

WealthEngine is proud to present our new workbook Data-Driven Major Gift Campaigns. A data-driven approach to major gift fundraising and campaigns sets the bar correctly and will assure that any campaign undertaken will have the best...

The key to engaging prospects and rising above the noise is targeting the right people and personalizing your offers and calls to action. In order to do this effectively you need to have access to real-time insights.

WealthEngine and The Advisory Board Company partnered to conduct a survey among healthcare foundation and development leaders to better understand the current nature of grateful patient fundraising programs, how they have evolved over time, and...